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You can add notes to any student’s record. Notes are categorized so that they can be grouped or sorted. For more information, see Set Up Student Note Categories.

 To add a note
  1. On the Home screen, click Students.
  2. Double-click a student’s name.
  3. Click the Notes tab.
  4. Click Add.
  5. Enter a date, and select a category from the Note Category drop-down list. Click <New> to add a category.
  6. If the note should not be printed on reports, select the Private check box.

    Useful Information

    Only those who have rights to private notes can view them.

  7. Enter the note, and click OK.

Useful Information

Check In/Out Notes are also entered at the bottom of the Notes tab. Any notes entered here will display when a student checks in or out.

You can change a note, including the date, category, and note information or completely remove a note from the student record.

 To edit a note
  1. On the Home screen, click Students.
  2. Double-click a student’s name.
  3. Click the Notes tab.
  4. Double-click the note you want to edit.
  5. Make your changes, and click OK.
 To delete a note
  1. On the Home screen, click Students.
  2. Double-click a student’s name.
  3. Click the Notes tab.
  4. Click the note you want to delete, and click Delete.
  5. Click OK.


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